Getting started · 3 min read · Account and data
Common questions and missing data
Resolve access, empty states, stale holdings, and mismatched numbers.
Why can I sign in but not see a feature?
Sign-in confirms your identity. Membership and execution access control different features. Review Membership & billing in /app. If a check fails temporarily, use the retry action before changing your plan.
Why are there no signals?
Check the selected date, filters, and New York market date. Signals appear only when the relevant conditions and access requirements are met. No matching signals is different from a service error. Follow the page's specific retry or filter-reset action.
Why does my broker show a different number?
Compare the contract, account, update time, price basis, and units. Daily recap uses observed quotes. Strategies uses shared trade records. My trades uses saved broker snapshots. Your own fill, fees, and timing can differ from each of these.
Why are my holdings old?
Reload saved holdings reads the stored snapshot. Use Brokers & account to check the connection and update holdings when available. Review the broker directly for its current records. A failed refresh should retain its error and last successful update time.
Why did saving rules not send a notification?
Check all four states: saved rules, in-app alerts, external delivery, and automatic buying. A saved selection can exist while delivery is unavailable, or while no new signal matches it. An alert does not confirm an order or fill.